Intelligence
Intelligence that shows its work.
Specialist agents research, argue and build around your philosophy. Figures come from the engines or from cited sources, and you make every decision.
- 01 IdeaIn your words
- 02 OrchestrateThe right specialists
- 03 ResearchBoth sides, cited
- 04 CouncilChallenged, disagreements kept
- 05 ConstructFund, class and cash limits checked
- 06 DecideYou approve
- 07 MonitorAccounts checked daily
The right specialists for every idea.
An orchestrator reads each request and brings in only the specialists it needs, from a direct answer out of your data to a full investigation.
- Rules first: what can be exact stays exact
- A fixed budget of model calls per request
- Every run saved, step by step
- InterpretModelRules route it, then a model reads the details: a design request with a thesis to test
- RoutePlatformInvestigation: research, lead PM, quant and review; one revision allowed
- ResearchModel3 calls: 4 sources cited, 1 contrary
- Lead PMModelCandidate within your typed targets
- Policy fitRules1 breach: nearest compliant variant proposed
- QuantModelExplained; every figure from the engine
- ReviewModel2 findings kept on the record; no revision needed
- ReducePlatformOne proposal, its findings and next steps
Desk proposals, argued with before you see them.
On an investigation, research searches your sources for the case against. The desk’s proposals are checked against your fund, class and cash limits and read by the review specialist for contradictions and gaps; what is not resolved stays on the record.
- Contrary evidence, searched for on purpose
- A breach is never relaxed
- Unresolved disagreements stay on the record
- Contrary evidenceMomentum has lagged sharply after market turns.Answered in round 2
- ContradictionThe rationale says “defensive”, but equity rises by 6 points.Revised
- Evidence gapNo source for “momentum rarely underperforms for long”.Kept on the record
- Number removed“About 2.4% a year” was not in the facts the model was given.Sentence left out
- Your policiesA single fund above your 35% cap.Nearest compliant variant
A disagreement the desk cannot resolve stays on the record. The council cannot waive a rule or approve anything.
It works from what you believe.
Your philosophy, policies, approved list and research live in finv as versioned records. Plain language becomes proposed rules; nothing is active until you approve it.
- Search by meaning and exact terms, with citations
- The stricter rule wins, from firm to account
- Memory you can see and undo
“Never hold less than 35% in bonds, no single fund above 35%, and a moderate tilt toward momentum.”
- 1 · Hard ruleFixed income ≥ 35%
- 2 · Hard ruleNo single holding above 35%
- 3 · PreferenceMomentum tilt, moderate
Proposed Nothing becomes a rule until a person activates it.
Every figure computed or cited. None invented.
Returns and drift come from the platform's engines, with inputs and dates, and every proposed weight is checked by them. A figure the desk or research writes that is not in its facts is removed before you read it.
- Weights in whole basis points that add to 100%
- Simulations labelled hypothetical
- Missing data reported, never shown as zero
“The tilt adds about 2.4% a year. It adds exposure to trends, with a hypothetical drawdown of −18.6% over the test window.”
- Left out the sentence stating “about 2.4% a year”: not in the analysis
- Kept −18.6%: the analytics engine’s figure, with its window and as-of date
- Broad equity
- 4,200
- Momentum
- 1,800
- Fixed income
- 4,000
- Total, basis points
- 10,000
See it work on your own idea.
Bring an idea, a question or a model. Once a model is assigned to accounts, finv checks them every day.
- One gatewayEvery model call passes through one gateway, logged with its budget.
- Client data, protectedRequests from client contexts, such as account reviews and threads that name your clients, go only to models approved for client data.
- No model writesModels cannot change a record. A person commits every change.
- Nonexecutingfinv proposes and records. It never places a trade.
finv is in development. It makes no suitability determination, no proposal takes effect until a person accepts it, and figures on this page are illustrative.
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